In this guide, we'll cover how you can upload charts in your Pabau account.
The Charts feature lets you upload and draw on various templates, making it easy to mark and document treatment areas. It simplifies visual documentation and helps personalize treatment or tracking plans for different procedures.
Step 1: Navigating to Charts
Log into your Pabau account, navigate to Setup, and click on "Charts" under Clinical.
Step 2: Overview of the Charts Module
On the Charts page, you will see a page displaying prebuilt charts available for your clinic. Here, you can browse through the existing charts or add a new chart.
Step 3: Searching for a Chart
To find a specific chart, type its name in the search bar or use the "Filter" button to select whether you want to view all charts, charts only, or stencils.
Step 4: Adding a Chart
Click on the "Add Chart" button in the upper-right corner of the screen. A new window will open where you can start building your chart.
Step 5: Uploading a Chart or Stencil
Upload a photo of the chart or stencil you want to use.
Charts are visual representations of treatment areas, while stencils are outlined visuals used for guidance, similar to paper stencils. Charts are used in forms, whereas stencils act as transparent overlays that assist staff when taking photos.
TIP: When uploading a stencil, ensure the image has a transparent background. Stencils help with positioning when taking photos of your clients using the Pabau GO app.
Step 6: Labeling Your Chart
Add labels that help identify the chart. Labels or tags act as keywords, making the chart easier to find. In addition to the chart name, these labels improve searchability.
Step 7: Saving the Chart
Once all details are entered, click "Save", and your chart will be imported for future use.
NOTE: For a detailed guide on how to incorporate charts into your forms and effectively use them for documentation, visual tracking, and treatment mapping, please refer to this article.
By following these steps, you can easily add and manage charts in Pabau, enhancing visual documentation for treatments. With well-organized charts, you can streamline procedures and provide better clarity for both staff and clients.
For more guides, refer to related articles below, select additional guides, or use the search bar at the top of the page. These guides will help you get the most out of your Pabau account.
Additionally, to help you fully utilize and understand your Pabau account, we recommend exploring additional guides and resources offered at the Pabau Academy. It offers in-depth video tutorials and lessons, offering a holistic learning experience that can equip you with the essential skills for achieving success with Pabau.